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Property Management and Administration
Featured Resources
- Lobby Display Model Suggestions
- Resident Welcome Video
- Condo Control Hardware Guidelines
- Zego FAQs
- Stripe FAQs
- How to Change Your Email Preferences
Amenity Booking
- Amenity Booking - How to Enable and Use Pay Later Feature
- Amenity Bookings - Booking and Approving Amenities Video Guide
- Amenity Bookings - Creating an Amenity Video Guide
- Amenity Bookings - Setup Page Overview Video Guide
- How to Restrict Amenity Usage: Creating Custom User Groups
- How to Delete an Amenity
Announcements
- Announcements - Lobby Display Video Guide
- Announcements - Budget Mailout Video Guide
- Announcements - Creating Announcements Video Guide
- How to Re-size Images Using Paint
- Locating your lobby display TV code
- How to Create Announcement Templates
Asset Management
- Asset Management - Adding & Approving Assets Video Guide
- Asset Management - Setup Page Overview Video Guide
- How to View and Edit an Asset
- How to Create a New Asset
- How to Archive an Asset
- How to Enable Asset Permissions
Classified Ads
Discussion Forum
- Discussion Forum - Creating Forums and Topics Video Guide
- How to Create a Topic in the Discussion Forum
- How to Pin a Post on Discussion Forums
- Discussion Forum Moderation
- How to Add a New Topic in the Discussion Forum
- How to Set Up the Discussion Forum
Electronic Voting / Virtual Meeting
- Proxy Voting: Hosting a Virtual Meeting Video Guide
- Hybrid AGM Requirements / FAQs
- Proxy Voting: Updating a Proxy Video Guide
- Proxy Voting: Creating a Proxy Video Guide
- Virtual Meeting FAQ
- How to Setup Proxy General Form
Events
File Library
- Library - Adding Files and Folders Video Guide
- How To Search in File Library
- How to Upload Multiple Files to the File Library
- How to Edit Library Folder Permissions
- File Library Overview
- Property Manager User Guide: File Library Tasks
Groups
Integrations
- WordPress - How to Customize Text Video Guide
- WordPress - How to Upload an Image Video Guide
- QuickBooks Desktop Integration Video Guide
- How to Edit Pages in WordPress
- How to Capture a Deposit
- How to do a Complete Refund
Maintenance
Make a Payment
- Stripe Terminology
- Make a Payment - Adding & Managing Payments Video Guide
- Stripe Reconciliation Guide
- Stripe Account Ownership Change Policy
- How To Setup & Connect Stripe
- How To Setup & Connect Rotessa
Print Job
Purchase Order (PO)
- Purchase Order: Creating & Approving Orders Video Guide
- Purchase Order: Setup Page Overview Video Guide
- Purchase Order - Adding a New Vendor
- Purchase Order - Importing List of Vendors
- Purchase Order - General Settings
- Purchase Order - New Purchase
Vendors (PO)
Quote Requests (PO)
Accounts Payable (PO)
Reporting
- How to generate an Owners list for AGM packages
- Reports - Viewing & Customizing Reports Video Guide
- How to run an Amenity Report on your Amenity Booking
- Creating a report for email statuses (Unsubscribed, Spam, Bounce, etc)
- How to customize a report
- How to Filter a Report
Security and Concierge (S&C)
Authorization (S&C)
Incident Reports (S&C)
Key Checkout (S&C)
Package Tracking (S&C)
Pass On Log (S&C)
Security Log (S&C)
Security Patrol (S&C)
Valet Parking (S&C)
Visitor Parking (S&C)
- How to Add Visitor and Authorization Notes
- Visitor Parking Setup
- Visitor Parking Setup Video Guide
- Visitor Parking Video Guide
- Parking Permit Setup
- How to Enable the Signature Feature for Visitor Parking
Service Requests
- Service Requests: Creating & Updating Requests Video Guide
- Service Requests: Setup Page Overview Video Guide
- Service Requests: How To Set Up an Architectural Change Request
- Service Requests: How to Add/Edit Macros
- Service Requests: How to Add/Edit Service Request Types & Custom Fields
- Service Requests: How to Add/Edit SLA's
Short Term Rental
Status Certificate
Store
Survey
Tasks
Unit File
- How to Add Notes to the Unit File
- How to Resubscribe a User to the Mailing List
- How to Delete a User
- Profile Badge Video Guide
- Unit File Setup Page Video Guide
- Unit File: Viewing & Exporting Data Video Guide
Unit Ledger
Violation Tracking
- Violation Tracking - Logging Violations Video Guide
- Violation Tracking - Creating Stages, Types & Templates Video Guide
- How to Set up Violation Tracking Templates
- How To Search For a Violation
- How To Set Up Violation Tracking Stages and Types
- How to Add A New Violation - via Violation Tracking Dashboard
Workspace & Dashboard Settings
- How to Submit an Idea or Feature Request
- How To Enable Electronic Consent (E-Consent)
- Setup Page - Welcome Site Settings Video Guide
- Setup Page - User Groups Video Guide
- Setup Page - Workspace & Dashboard Settings Video Guide
- How to Enable Owner Login